Fonville Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 2024
A detailed history of Fonville Wealth Management LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Fonville Wealth Management LLC holds 49,200 shares of SPLG stock, worth $3.27 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
49,200
Previous 51,252
4.0%
Holding current value
$3.27 Million
Previous $3.15 Billion
0.15%
% of portfolio
1.25%
Previous 1.4%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,093Shares Held
435MCall Options Held
169KPut Options Held
165K-
Betterment LLC New York, NY42.7MShares$2.84 Billion7.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC32.1MShares$2.13 Billion1.05% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$1.9 Billion1.95% of portfolio
-
Advance Capital Management, Inc. Southfield, MI13.6MShares$901 Million50.45% of portfolio
-
Jpmorgan Chase & CO New York, NY11.3MShares$748 Million0.06% of portfolio